Meet the Team

Wealth Management Team

Christian Bichler, CRPC

Michael West, ChFC®

Brian Davis, CFP®

Dennis Kehoe, CRPC®

Chris Lipper, CFP®, CIMA®

Doug Lockwood, CFP®

McKenna Clifford

Layton Ginder, CFP®

Charles Hart, CFP®, CPA

Erik Herstad, MBA

Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS

Brad Michels, CFP®

Tracy Miller, CFP®

Mike Pepin, CWS®

Adam Spence, CFP®

Daniel Steichen, JD, CPA (Inactive), MS Taxation;

Steve Swicegood, CFP®

Brian Remson, CFP®

Advanced Planning Advisor

Associate Financial Planner

Kentrina Mapes, FPQP®

Client Experience Manager

Sherry Firestone

Theresa Kruizenga

Client Support Manager

Tammy Roznovsky

Client Care Coordinator

Brittany Miller

Client Care Coordinator

Relationship Coordinator

Financial Guidance and Advice Team

Stephanie Rennie

Financial Guidance and Advice Manager

Financial Advisor

Financial Advisor

Tom Knippa, MBA, CFP®

Financial Advisor

Leanne Middleton

Financial Advisor

Brian Neal, AAMS®

Financial Advisor

Financial Advisor

Financial Advisor

Executive Team

David Hefty, CFP®

Chief Executive Officer

Edison Byzyka, CFA

Chief Investment Officer

Chief Business Officer

Angie Lockwood, CPA

Chief Transformation Officer

Christina North

Chief Financial Officer

General Counsel/Chief Compliance Officer

Chief Talent Officer

Corporate Development

Corporate Development Coordinator

Board of Directors

David Hefty, CFP®

Chief Executive Officer

Dennis Kehoe, CRPC®

Managing Director

Chris Lipper, CFP®, CIMA®

Managing Director

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